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Medtronic

2,021 hedge funds and large institutions have $95.6B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 855 increasing their positions, 807 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $943M | Put options by funds: $494M

6% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 807

0.15% less ownership

Funds ownership: 80.74%80.59% (-0.15%)

4% less funds holding

Funds holding: 2,1012,021 (-80)

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

32% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 167

42% less capital invested

Capital invested by funds: $165B → $95.6B (-$69.1B)

Holders
2,021
Holders Change
-80
Holders Change %
-3.81%
% of All Funds
34.05%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
114
Increased
855
Reduced
807
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1976
Investment Research & Advisory Group
Georgia
$10K
LWANC
1977
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$1.01K +10 +10%
Loomis, Sayles & Company
1978
Loomis, Sayles & Company
Massachusetts
$10K +$7.9K +78 +252%
HF
1979
Halpern Financial
Virginia
$9.87K +$1.52K +15 +16%
PP
1980
PFS Partners
New Jersey
$9.39K +$101 +1 +1%
GKIM
1981
GW&K Investment Management
Massachusetts
$9K -$709 -7 -7%
AA
1982
AlphaMark Advisors
Kentucky
$9K
HFS
1983
HBC Financial Services
Washington
$9K
SC
1984
Siena Capital
Ohio
$9K
AFS
1985
Annapolis Financial Services
Maryland
$9K +$101 +1 +1%
GIA
1986
Goodwin Investment Advisory
Georgia
$8.8K -$43.5K -429 -81%
CMBA
1987
C.M. Bidwell & Associates
Hawaii
$8K
BAM
1988
Baldrige Asset Management
Pennsylvania
$7K -$38.4K -379 -83%
CWAF
1989
Core Wealth Advisors (Florida)
Florida
$7K
SC
1990
Schubert & Co
Texas
$7K +$3.95K +39 +98%
GFPC
1991
Global Financial Private Client
Florida
$6.4K
ODG
1992
O'Dell Group
Ohio
$6K -$42K -415 -87%
SFG
1993
Steward Financial Group
Texas
$6K -$33.2K -328 -82%
ICM
1994
Islay Capital Management
Texas
$6K
MWA
1995
Moser Wealth Advisors
Washington
$6K
FGAM
1996
Financial Gravity Asset Management
Texas
$5.84K -$51.2K -505 -21%
A
1997
AustralianSuper
Australia
$5.77K -$25.2M -248,354 -79%
PCH
1998
Polar Capital Holdings
United Kingdom
$5.11K -$17.5M -172,643 -75%
HFM
1999
Hartford Financial Management
Connecticut
$5K -$68.1K -672 -92%
FA
2000
Fortis Advisors
Pennsylvania
$5K